How to Automate IT Service Requests with airSlate Templates

What’s up, everybody. You’re watching another airSlate video guide with the next tip on how no-code automation can make your day-to-day document workflows paperless and stress-free.

It’s difficult for IT managers to switch between parallel tasks like maintaining authorization, onboarding and offboarding employees, managing and tracking technical equipment and requests, all while keeping sensitive data secure.

airSlate’s no-code automation allows you to run multiple IT workflows simultaneously while boosting process visibility and syncing data between systems.

airSlate empowers IT specialists to strengthen their company’s operating efficiency, reclaim time and resources away from routine requests and towards more valuable initiatives.

Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.

Save time creating and configuring your Flow with ready-to-use pre-built Templates for any team, department, or business, from HR and sales to healthcare and construction. The templates include the documents and automation features needed to get your workflow up and running in no time.

Access our library of pre-built templates in just a few clicks:

• In your Dashboard, find the Pre-built Templates block.

• Click Select from library right next to it.

• In the search line, enter key words to help you find the workflows that align with your business goals.

• Review the templates by clicking Learn more next to the one you chose, go through its description, and click Import.

Now you can use the template straightaway or change its settings if needed.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the one that meets your needs. Then, set up your specific Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website.

After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

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If you’re saddled with manual, time-consuming processes on a regular basis, click the link in the description and try airSlate for 30 days, absolutely for free!